Dynamic professional with extensive experience at the IRS, excelling in account management and database research. Proven ability to resolve complex taxpayer issues while delivering exceptional customer service. Proficient in MS Office and skilled in telecommunication, consistently achieving high accuracy in data entry and fostering positive client relationships.
. Determines the taxpayer’s ability to pay delinquent account by tiered phone interview and initiating installment agreements, or placement in currently not collectible status, filing Notices of Federal Tax Lien if necessary, transferring accounts to field revenue officers, and demanding immediate full payment of delinquent returns.
. Advises taxpayers of the enforcement actions that may be taken if they fail to meet commitments to file return and/or pay tax liabilities.
. Receive incoming calls from taxpayers and their representatives regarding their accounts or notices received from IRS. Analyzes and took corrective actions like credit transfers, penalty abatement request, And explain actions taken when a balance due remains.
. Research IDRS, ACSweb, and other data base sources for information to help resolve, explain, or determine next course of action that needs to be taken on account.
. Explain and educate taxpayers how to correct Withholdings on form W-4, and advised taxpayers to make estimated taxes to avoid both failure to pay tax and estimated tax penalties